EPISODE · Jun 12, 2025 · 18 MIN
The 5 Habits of Successful Investors
from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA
Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the habits of successful investors. Higher earners often fall into "lifestyle inflation" where they never feel they can get ahead. Implement these habits to successfully build your wealth, regardless of your tax bracket!Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professional investment advisor, or schedule your FREE financial planning meeting? Schedule A Call - West & Walters
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The 5 Habits of Successful Investors
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